Bustoff wrote:Wow,thanks for all the replies!
We heading down to Costco for a membership today.
The American Express card sounds like a great deal if the rebate is in addition to the 2% Executive rebate.
Use my model and see if it doesn't give you all the financial information you need on the Roth conversion question: Retiree Portfolio Model (formerly known as the Retiree Roth Conversion Decision Model).MDisciple87 wrote:What is this Taxcaster and where can I play with it?
celia wrote:BigFoot, Your MIL apparently needs to take Required Minimum Distributions (RMDs) from the traditional IRA because she is over age 70 1/2, not because she inherited it.
placeholder wrote:^^^^^^ Did she roll it into an IRA in her own name because then it would not be an inherited IRA.